Monica Hovsepian
Sep 3, 2020

As banks adopt more advanced technologies, they need employees who can work alongside machines with creativity and the ability to solve problems.

Ninety days – that’s the window of opportunity to cross-sell, upsell and optimize the lifetime value of a new retail banking customer, while their interest is at a peak.

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In an effort to be an obliging father, I recently took my daughter shopping for some new clothes.

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During my days coaching high school wrestling and softball, I learned an important lesson.

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With revenues under pressure and cost-cutting measures moving to the forefront, the next few years are likely to be difficult for bank employees.

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Anyone who hasn’t been living under a rock with the Geico gecko has likely noticed that the banking industry has been taking it on the chin for the past couple years.

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Years ago, I went from being the senior operations officer for a large bank in a metropolitan area with a flock of VPs at my disposal to being senior vice president and cashier/operations division head for a small bank in a rural market.

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It probably won’t come as a shock to you to learn that a lot of people working in the financial services industry aren’t happy and that they’re not feeling particularly loyal to their institutions.

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Most banks today have solid strategies in place for selling their services and providing high levels of customer service prior to each sale.

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